GUARDIAN WEALTH ADVISORS, LLC
Raleigh, North Carolina
Guardian Wealth Advisors, LLC, headquartered in Raleigh, NC, is a prominent regional investment advisory firm. With a vast client base of over 2,760 individuals, they oversee an impressive $1,350,675,000 in assets under management. Their extensive reach is supported by a network of 12 offices strategically located throughout the region. While Guardian Wealth Advisors excels in managing discretionary assets, accounting for 86% of their total, they also possess the expertise to handle employer funds, albeit representing a smaller portion of their portfolio. Their comprehensive compensation structure encompasses various methods, inc...
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Assets Under Mgmt

$1.35B

Investment Professionals

25

Locations

11

% 401K & Individual

30%

% Discretionary

86%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: CONSULTING
Disclosures
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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